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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,281 | $78,428+69.9% | $95,960+38.9% | $79,852+66.9% |
| Participation rate | 44.4% | 73.5%-29.0pp | 77.1%-32.6pp | 69.6%-25.2pp |
| Annual return | 13.99% | 19.37%-5.4pp | 91.63%-77.6pp | 31.72%-17.7pp |
| Employer contribution / active EE | $5,568 | $1,945+186.2% | $2,541+119.1% | $2,471+125.3% |
| Participant deferral / active EE | $4,428 | $3,440+28.7% | $4,167+6.3% | $3,740+18.4% |
| Admin fee / account holder | $3,171 | $5,622-43.6% | $6,797-53.3% | $5,306-40.2% |